Relationship Advisor – Financial Solutions & Growth

University of Kentucky Federal Credit Union; Nicholasville (KY); On-site; USD 32,000 - 52,000; Full time

Job summary

University of Kentucky Federal Credit Union is seeking a Relationship Specialist in Kentucky to deliver exceptional financial services and expert guidance on credit union products. You will process transactions and engage with members to identify financial solutions that best meet their needs.

Your role includes interviewing members, assessing financial needs, recommending products, and maintaining accurate account records while upholding compliance and service standards.

Qualifications

• 2 - 5 years of experience in customer service, call center, or financial services.
• High school diploma or equivalent required.
• Strong math, data entry, and product knowledge to assist members.

Responsibilities

• Assist members with financial transactions and account services.
• Interview members to assess needs and recommend products.
• Process loans, deposits, withdrawals, and other transactions.
• Notarize documents, update records, and open accounts as needed.
• Promote products and stay informed about consumer credit trends.
• Follow policies, maintain confidentiality, and support regulatory compliance.

Skills

Verbal communication

Math skills

Data entry

Problem solving

Written communication

Independent work

Education

High school diploma or equivalent

Job description

University of Kentucky Federal Credit Union is seeking a Relationship Specialist in Kentucky to deliver exceptional financial services and expert guidance on credit union products. You will process transactions and engage with members to identify financial solutions that best meet their needs.

Your role includes interviewing members, assessing financial needs, recommending products, and maintaining accurate account records while upholding compliance and service standards.